Item Description

Completion Date

Comments

Conduct Project Planning (Detail Level) Kick-off

Ensure team members have whatever is required to perform their tasks

Meet with each team member to convey roles and responsibilities

Distribute copies of all project materials and deliverables to all team members

Mentor or assign Team Leader to mentor new team members

Hold orientation sessions

Review previous deliverables and components of Initial Project Plan

Schedule time and location of kick-off meeting

Prepare materials for distribution at meeting

Invite appropriate attendees

Prepare meeting presentation and agenda

Designate meeting scribe

Conduct kick-off meeting

Distribute meeting notes to all attendees

Update the project repository with all project correspondence

Develop Detail Project Schedule

Confirm Customer Requirements - Refine the Project Scope statement

Decompose WBS

Determine Activity Sequencing

Plan for Resources

Determine Activity Duration

Create Budget

Develop Quality Implementation / Transition Plan

Create Project Plan Baseline

Perform Risk Assessment

Review identified risks with Project Team and Project Sponsor and/or Project Director

Create Risk Management Worksheet

Assess each risk (low / medium / high)

Estimate timing of impact on project

Determine Risk Response

Incorporate actions in Project Schedule and Project Plan

Refine Management Plans

Define and document change control process

Refine Communications Plan

Define and document issue management and escalation process

Define and document Organizational Change Management Plan

Capture baseline Project Schedule (time and cost)

Evaluate team member skills and identify training needs

Establish Training Plan

Define and document preliminary implementation and transition strategy

Add above items to Project Plan

Confirm Approval to Proceed to Next Phase

Submit Detail Project Plan with Baseline Schedule for Approval

Organize deliverables into package

Present acceptance package to Project Sponsor and/or Project Director for signature

Resolve any issues

Update package as needed to resubmit to Project Sponsor and/or Project Director for signature

Gain Approval to Proceed